Ownership history in IBEX WEALTH ADVISORS · 22 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in APPLIED MATERIALS (AMAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,868 | +3 | +0.1% | 0.06% | $587K | $204.08 |
| 2025 Q2 | ADDED | 2,865 | +7 | +0.2% | 0.06% | $525K | $181.96 |
| 2024 Q4 | REDUCED | 2,858 | -24 | -0.8% | 0.05% | $465K | $160.82 |
| 2024 Q2 | REDUCED | 2,882 | -786 | -21.4% | 0.11% | $680K | $232.37 |
| 2024 Q1 | ADDED | 3,668 | +3,665 | +122166.7% | 0.10% | $357K | $202.69 |
| 2023 Q4 | REDUCED | 3 | -3,370 | -99.9% | 0.09% | $437 | $159.02 |
| 2023 Q3 | ADDED | 3,373 | +326 | +10.7% | 0.12% | $467K | $135.56 |
| 2023 Q1 | REDUCED | 3,047 | -621 | -16.9% | 0.10% | $374K | $119.69 |
| 2022 Q4 | REDUCED | 3,668 | -20,173 | -84.6% | 0.08% | $357K | $94.67 |
| 2022 Q3 | REDUCED | 23,841 | -433 | -1.8% | 0.51% | $2.0M | $79.46 |
As of 2025 Q4 — sorted by position size